About Us

Our Services

Portfolio
Management

Life Insurance
& Long Term Care

Mindful
Financial Planning

Private & Corporate Consulting

Family Office Services

We provide the team and processes you need to be a successful steward of your wealth.

Mindful Finance
Resources

Author: Solomon Halpern

The Personal Path of Mindful Finance

The Personal Path of Mindful Finance

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Interview with Sol

Being Mindful When It Comes To Money – An Interview with Sol Halpern

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Money Awakening

Money Awakening

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Peaceful Afternoon

The Mindful Impact Investment Strategy

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holding coffee cup

Aging and Long-Term Care Insurance

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Mindful Finance Investment Strategies

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Mindful Finance Investing

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Industry Change and Mindful Finance

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Compassion is the Secret Ingredient

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Improving Our Lives through Mindful Finance

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